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Castle Rock Wealth Management’s QXO Inc QXO Stock Holding History

Castle Rock Wealth Management’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$169K Buy
13,936
+175
+1% +$2.41K 0.03% 267
2026
Q2 		$228K Sell
13,761
-11
-0.1% -$205 0.04% 256
2026
Q1 		$262K Sell
13,772
-77
-0.6% -$1.76K 0.06% 232
2025
Q4 		$310K Buy
13,849
+364
+3% +$6.98K 0.07% 210
2025
Q3 		$258K Buy
+13,485
New +$279K 0.06% 226

Other funds holding QXO

ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LAM
Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

Castle Rock Wealth Management's QXO Position: Q3 2026 in Review

Castle Rock Wealth Management increased its QXO Inc (QXO) stake by 1.3% in Q3 2026, buying an estimated $2.41K and bringing the position to 13,936 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #267.

Castle Rock Wealth Management first reported a position in QXO in Q3 2025 and has held it in 5 quarters since. The position peaked at $310K in Q4 2025. 79 funds tracked by Wall St. Rank hold QXO as of Q3 2026.

  • Castle Rock Wealth Management held 13,936 shares of QXO Inc worth $169K as of Q3 2026.
  • Castle Rock Wealth Management bought 175 QXO Inc shares in Q3 2026, an estimated $2.41K.
  • QXO Inc made up 0.03% of Castle Rock Wealth Management's portfolio in Q3 2026, its #267 holding.
  • Castle Rock Wealth Management first reported a position in QXO Inc in Q3 2025 and has held it in 5 quarters since.
  • Castle Rock Wealth Management's QXO Inc position peaked at $310K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held QXO Inc as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.